• Latest Insights

    A series of regular news updates, research papers, investment strategy updates and thought pieces from some of Colonial First State Global Asset Management's leading experts.

More insights

  • US Federal Reserve: Monetary policy enters a new, more active, phase

    Article  | 16 March 2017

    After a very slow start to its monetary policy normalisation process, with only one rate hike in both 2015 and 2016, the US Federal Reserve (the Fed) today entered a new, more active phase for monetary policy.

  • Travel Diary: Made in Japan

    Article  | 7 March 2017

    Japan is starting to deliver some volume expansion. Port volumes turned positive for the first time in two years. Rail and airport volumes are robust and will receive a boost from the 2019 Rugby World Cup and 2020 Olympics.

  • Goldilocks and The Four D's

    Article  | 28 February 2017

    Following the worst down turn in global resources markets in more than thirty years, both mining and energy equities have rallied hard from their early 2016 lows.

  • The global resources stocks we’re looking for in 2017

    Article  | 9 February 2017

    Following the downturn of the last 5 years, our 20 years of experience in resources investing leads us to believe the sector is positioned for a brighter 2017. Why?

  • A day in the life...

    Article  | 9 February 2017

    Leaving a hot Australian summer I flew into a cold European winter to spend a week researching infrastructure. Following is a brief summary meant to provide an insight into a day in the life of a global listed infrastructure investor.

  • The evolution of our cities

    Article  | 9 February 2017

    The way we work, commute and shop is changing – and how well our cities adapt to these changes determines how fast land values can rise.

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